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Mindlance
Tax Operations AnalystMindlance • BEDFORD, NS
Tax Operations Analyst

Tax Operations Analyst

Mindlance • BEDFORD, NS
30+ days ago
Job type
  • Full-time
Job description

Job Title: Tax Onboarding Analyst
Location: Bedford, NS (Onsite)
Duration: + Months

Daily Responsibilities:

  • Undertake day to day activities of the Tax Onboarding Team for Client CM (Capital Markets) business Units, which includes, but not limited to, the timely and accurate indexing of tax obligations in TORC (Tax Operations Regulatory Control) resulting from the identification of new client, product, account, and agreements by CM Tax Operations.
  • Conduct initial outreach to clients to obtain valid and up to date tax documents, self-certifications, public documents, and cure documents as necessary for successful completion of Tax Onboarding.
  • Utilize third party tax form repositories and service providers to obtain tax documentation, raising new requests and maintaining open documentation collection cases.
  • Facilitate the collaboration and escalation between CM Tax Ops and client/counterparties, expediting issues while ensuring the management of expectation between groups reliant on tax document itself and associated validity status.
  • Maintain clear and accurate audit status in respect to the sequence and frequency of the outreach and follow-ups, including evidence of the dates, persons and communications undertaken.
  • Perform the initial cursory review of tax forms to ensure that they meet preliminary validation standards including the completeness of fields, form version & type, ensuring signed and dated. Returning forms to clients if immediate issues identified and sending to Tax Ops for further regulatory review.
  • Work with Tax Operations, ensuring priorities are constantly being maintained in TORC Function Tasks with the correct focus being applied on Outreach efforts based on Tax Regulatory exposure and risk.
  • Undertake tax documentation remediation outreach activities, to obtain updated valid tax documents from clients based on Tax Operations identification of expired tax documents, GIIN verification fall-out and Change in Circumstances, working within CM Tax Ops prescribed regulatory calendar periods. Establish a best practice approach in ensuring that clients, counterparties, and internal business partners receive appropriate attention and that all queries are responded to and resolved in a timely fashion.

Must have skills:
  • Diploma or Degree (preferred Commerce or Finance)
  • - years related tax experience
  • Intermediate to Advanced proficiency in Excel and Outlook
  • Proven attention to detail and accuracy in record-keeping and data management
  • Excellent organizational and communication skills
  • Ability to manage multiple priorities and meet tight deadlines


Mindlance is an equal opportunity employer. We are committed to inclusive, equitable, barrier-free recruitment and selection processes, and work environment in accordance with the Accessibility for Ontarians with Disabilities Act (AODA). We will be happy to work with applicants requesting accommodation at any stage of the hiring process. “We use AI in our Hiring processes”


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Tax Operations Analyst • BEDFORD, NS

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